Marshall Investment Management, LLC New Holdings in Q1 2025

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
49
New
$105.04 - $122.33 $5.15K - $5.99K
49 $5.47M
DIS
Walt Disney CO

Communication Services
50
New
$96.87 - $114.0 $4.84K - $5.7K
50 $4.94M
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
New
$308.87 - $383.33 $4.63K - $5.75K
15 $4.91M
WCN
Waste Connections, Inc.

Industrials
25
New
$169.89 - $195.19 $4.25K - $4.88K
25 $4.88M
EPR
Epr Properties

Real Estate
88
New
$43.98 - $53.81 $3.87K - $4.74K
88 $4.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4295.4 - $5141.88 $4.3K - $5.14K
1 $4.61M
AUR
Aurora Innovation, Inc.

Technology
679
New
$6.1 - $10.19 $4.14K - $6.92K
679 $4.57M
BP
Bp PLC

Energy
129
New
$29.93 - $35.31 $3.86K - $4.55K
129 $4.34M
AXON
Axon Enterprise, Inc.

Industrials
8
New
$496.65 - $710.01 $3.97K - $5.68K
8 $4.21M
CCL
Carnival Corp

Consumer Cyclical
200
New
$19.08 - $28.49 $3.82K - $5.7K
200 $3.91M
Super Micro Computer Inc
107
New
N/A
107 $3.66M
CMCSA
Comcast Corp

Communication Services
96
New
$33.19 - $38.23 $3.19K - $3.67K
96 $3.54M
DUOL
Duolingo, Inc.

Technology
11
New
$272.49 - $441.39 $3K - $4.86K
11 $3.42M
CRDO
Credo Technology Group Holding LTD

Technology
85
New
$39.45 - $85.5 $3.35K - $7.27K
85 $3.41M
PG
Procter & Gamble CO

Consumer Defensive
20
New
$158.56 - $176.26 $3.17K - $3.53K
20 $3.41M
NET
Cloudflare, Inc.

Technology
30
New
$110.71 - $176.5 $3.32K - $5.3K
30 $3.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
New
$468.34 - $539.52 $3.28K - $3.78K
7 $3.28M
UMH
Umh Properties, Inc.

Real Estate
172
New
$17.49 - $19.0 $3.01K - $3.27K
172 $3.22M
WFG
West Fraser Timber Co., LTD

Basic Materials
40
New
$75.63 - $92.16 $3.03K - $3.69K
40 $3.08M
Ge Vernova Inc
10
New
N/A
10 $3.05M
MET
Metlife Inc

Financial Services
38
New
$77.7 - $87.0 $2.95K - $3.31K
38 $3.05M
CEG
Constellation Energy Corp

Utilities
15
New
$201.63 - $347.44 $3.02K - $5.21K
15 $3.03M
Arista Networks Inc
36
New
N/A
36 $2.79M
APP
App Lovin Corp

Technology
10
New
$238.08 - $510.13 $2.38K - $5.1K
10 $2.65M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
75
New
$32.66 - $36.43 $2.45K - $2.73K
75 $2.63M
NOW
Service Now, Inc.

Technology
3
New
$783.83 - $1170.39 $2.35K - $3.51K
3 $2.39M
STRL
Sterling Construction CO Inc

Industrials
21
New
$108.65 - $200.56 $2.28K - $4.21K
21 $2.38M
MTB
M&T Bank Corp

Financial Services
13
New
$170.47 - $201.98 $2.22K - $2.63K
13 $2.32M
CDNS
Cadence Design Systems Inc

Technology
9
New
$233.96 - $324.52 $2.11K - $2.92K
9 $2.29M
TD
Toronto Dominion Bank

Financial Services
38
New
$53.12 - $61.15 $2.02K - $2.32K
38 $2.28M
Ceribell Inc
118
New
N/A
118 $2.27M
Tempus Ai Inc
44
New
N/A
44 $2.12M
HON
Honeywell International Inc

Industrials
10
New
$202.75 - $226.52 $2.03K - $2.27K
10 $2.12M
DELL
Dell Technologies Inc.

Technology
22
New
$90.34 - $124.66 $1.99K - $2.74K
22 $1.98M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
67
New
$28.27 - $29.28 $1.89K - $1.96K
67 $1.95M
TM
Toyota Motor Corp

Consumer Cyclical
11
New
$176.53 - $195.35 $1.94K - $2.15K
11 $1.94M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$18.53 - $29.07 $1.85K - $2.91K
100 $1.9M
S
Sentinel One, Inc.

Technology
102
New
$18.17 - $24.97 $1.85K - $2.55K
102 $1.85M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
31
New
$53.81 - $62.59 $1.67K - $1.94K
31 $1.74M
VRT
Vertiv Holdings CO

Industrials
24
New
N/A
24 $1.73M
VTI
Vanguard Total Stock Market Et

ETFs
6
New
$271.18 - $303.12 $1.63K - $1.82K
6 $1.66M
TSCO
Tractor Supply CO

Consumer Cyclical
30
New
$51.66 - $57.94 $1.55K - $1.74K
30 $1.65M
Serve Robotics Inc
272
New
N/A
272 $1.56M
MMS
Maximus, Inc.

Industrials
16
New
$64.34 - $79.68 $1.03K - $1.27K
16 $1.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15
New
$64.88 - $72.1 $973 - $1.08K
15 $989K
CI
Cigna Corp

Healthcare
3
New
$274.49 - $329.0 $823 - $987
3 $987K
Reddit Inc
7
New
N/A
7 $734K
BWA
Borgwarner Inc

Consumer Cyclical
25
New
$27.78 - $32.9 $695 - $823
25 $716K
ETF Ser Solutions
24
New
N/A
24 $655K
Activity Summary
Buys All Purchases 180 New Holdings 121 Increased Positions 59 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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